Wal-Mart Stores shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.7M | 42k | 111.41 |
| 2025-09-30 | $3.9M | 38k | 103.06 |
| 2025-06-30 | $3.5M | 36k | 97.78 |
| 2025-03-31 | $2.8M | 32k | 87.79 |
| 2024-12-31 | $2.9M | 32k | 90.35 |
| 2024-09-30 | $2.4M | 30k | 80.75 |
| 2024-06-30 | $1.8M | 26k | 67.71 |
| 2024-03-31 | $1.4M | 23k | 60.17 |
| 2023-12-31 | $1.1M | 6.9k | 157.64 |
| 2023-09-30 | $1.1M | 6.7k | 159.92 |
| 2023-06-30 | $1.0M | 6.5k | 157.19 |
| 2023-03-31 | $918k | 6.2k | 147.46 |
| 2022-12-31 | $886k | 6.2k | 141.79 |
| 2022-09-30 | $664k | 5.1k | 129.71 |
| 2022-06-30 | $404k | 3.3k | 121.61 |
| 2022-03-31 | $645k | 4.3k | 149.00 |
| 2021-12-31 | $456k | 3.2k | 144.53 |
| 2021-09-30 | $457k | 3.3k | 139.54 |
| 2021-06-30 | $414k | 2.9k | 140.82 |
| 2021-03-31 | $247k | 1.8k | 135.42 |
| 2020-12-31 | $251k | 1.7k | 144.50 |